Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.2B
AUM Growth
+$6.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,136
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$341M
3
+$235M
4
MSFT icon
Microsoft
MSFT
+$206M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$171M

Top Sells

1
+$30.7M
2
+$22M
3
+$22M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$14.9M
5
PFG icon
Principal Financial Group
PFG
+$13.5M

Sector Composition

1 Technology 8.81%
2 Healthcare 4.28%
3 Financials 3.92%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-12,451
2027
– –
-16,643
2028
– –
-26,000
2029
– –
-26,171
2030
– –
-15,208
2031
– –
-3,621
2032
– –
-16,140
2033
– –
-11,094
2034
– –
-8,673
2035
– –
-8,525
2036
– –
-10,968
2037
– –
-12,578
2038
– –
-40,635
2039
– –
-10,139
2040
– –
-6,037
2041
– –
-19,258
2042
– –
-2,247
2043
– –
-7,480
2044
– –
-49,539
2045
– –
-16,142
2046
– –
-21,833
2047
– –
-10,991
2048
– –
-16,820
2049
– –
-4,306
2050
– –
-7,734
80 81
82
83 84